Documentation Done. Before Your Next Meeting Starts.
Transform any meeting recording into complete, compliant notes in 6 minutes. Your client data never leaves your device.
You Know This Weight.
It is the end of another long day. You had three client meetings, each one important. Now it is 6 PM and your notes are a jumbled mess of bullet points, half-finished sentences, and that nagging feeling that you have missed something crucial.
The details are already fading. Was it John who mentioned the cottage purchase, or was that from yesterday? Did Sarah say she wanted to increase her RRSP contributions, or just asked about it? The more time passes, the harder it becomes to reconstruct what actually happened.
And then there is the audit anxiety. That quiet worry that someday, someone will ask for documentation you do not have. Notes that should have been complete. Conversations you meant to record properly but never got around to.
You are not alone in this. Every advisor you know carries the same burden. The same end-of-day scramble. The same incomplete records. The same professional stress that never quite goes away.
There is a better way.
How It Works: The 6-Minute Promise
From raw recording to complete documentation. Every time. No exceptions.
Upload
Drop your meeting recording into Meeting Notes Pro. Any format, any length.
Process
PII removed locally on your device. Client names, account numbers, and sensitive details are stripped before any data leaves your machine.
Review
AI-generated notes appear in a clean, structured format. Action items identified. Key decisions highlighted.
Export
Copy to your CRM, save as PDF, or integrate directly with your existing documentation system.
TOTAL TIME: 6 minutes. Every time.
What Changes When Documentation Is Not a Burden
Reclaim 20+ minutes after every client meeting
Walk into audits with complete, accurate documentation
Focus on your clients during meetings, not on note-taking
Know your client data never touches third-party servers
End each day without the documentation burden weighing on you
Peace of mind. Professional confidence. Mental bandwidth.
Your First 6 Minutes
No learning curve. No training required. Here is exactly what happens when you start.
Download and install
A single installer. No dependencies. No complex setup.
Launch the app
Opens to a clean, simple interface. No wizards. No tutorials.
Drop in your first recording
Drag and drop. That is it.
Watch PII detection happen
See exactly what is being removed. On your screen. On your device.
Review your notes
Complete, structured, ready to use.
Export and done
To your CRM, your files, wherever you need them.
If you can attach a file to an email, you can use Meeting Notes Pro.
Built Different. For Good Reason.
See why advisors who have tried other tools end up with Meeting Notes Pro.
| The Usual Approach | Meeting Notes Pro Approach |
|---|---|
| Data uploaded to unknown servers | PII removed on your device before processing |
| Generic compliance claims | Built specifically for PIPEDA, CIRO, Quebec Law 25 |
| Heavy apps with dozens of features | Lightweight, single-purpose tool (under 50MB) |
| Complex setup and configuration | Install, open, use. Under 2 minutes. |
| Generic AI outputs need heavy editing | Advisor-specific notes, ready to use |
Your Clients' Data. Your Responsibility. Our Obsession.
We built Meeting Notes Pro around a simple principle: client data should never be at risk.
Your recording stays local
Audio never leaves your computer during PII detection.
PII detection on your device
Names, account numbers, and sensitive details are identified and stripped locally.
Sanitized transcript sent
Only the anonymized text goes to AWS Bedrock in Canada (ca-central-1).
AI processing in Canada
Notes generated on Canadian infrastructure. No data retention.
Notes returned to you
Complete documentation back on your device. Ready to use.
Built for Canadian Compliance
Meeting Notes Pro is designed from the ground up to meet the requirements of PIPEDA, CIRO guidelines, and Quebec Law 25. Not retrofitted. Not adapted. Built.
Simple Pricing. Unlimited Use.
One price. Everything included. No surprises.
- Unlimited meeting recordings
- Local PII processing on your device
- AI-powered note generation
- Export to any format
- Canadian data residency
- PIPEDA, CIRO, Quebec Law 25 compliant
- Email support included
- No long-term commitment
30-day free trial — No credit card required
Consider: if you bill $200/hour and save 20 minutes per meeting, Meeting Notes Pro pays for itself after just one meeting per month.
Questions You're Probably Asking
Ready to End the Documentation Burden?
Start your 30-day free trial today. No credit card required. No commitment.
Start Your Free Trial